AWM
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AE Wealth Management’s iShares MSCI Malaysia ETF EWM Stock Holding History

AE Wealth Management’s Portfolio EWM Stock Details EWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-44
Closed -$1.14K – 2484
2025
Q3 		$1.14K Sell
44
-12
-21% -$297 ﹤0.01% 2208
2025
Q2 		$1.36K Hold
56
– – ﹤0.01% 2065
2025
Q1 		$1.29K Hold
56
– – ﹤0.01% 2058
2024
Q4 		$1.37K Buy
+56
New +$1.4K ﹤0.01% 2019

Other funds holding EWM

State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury Nashville, Tennessee $29.8B AUM 29.48% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
BCP
Breakout Capital Partners New York $174M AUM 7.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
WH
Whitcomb & Hess Ashland, Ohio $463M AUM 23.04% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AE Wealth Management's EWM Position: Q4 2025 in Review

AE Wealth Management sold out of iShares MSCI Malaysia ETF (EWM) in Q4 2025, closing a stake of 44 shares — an estimated $1.14K sold.

AE Wealth Management first reported a position in EWM in Q4 2024 and held it in 4 quarters. The position peaked at $1.37K in Q4 2024. 81 funds tracked by Wall St. Rank hold EWM as of Q4 2025.

  • AE Wealth Management reported no remaining iShares MSCI Malaysia ETF position as of Q4 2025 after selling out during the quarter.
  • AE Wealth Management sold 44 iShares MSCI Malaysia ETF shares in Q4 2025, an estimated $1.14K.
  • AE Wealth Management first reported a position in iShares MSCI Malaysia ETF in Q4 2024 and held it in 4 quarters.
  • AE Wealth Management's iShares MSCI Malaysia ETF position peaked at $1.37K in Q4 2024.
  • 81 funds tracked by Wall St. Rank held iShares MSCI Malaysia ETF as of Q4 2025.

Based on AE Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.